Collums

Get a list or send a message to your new clients

New client report

Appointment Log Report

Use lead reports to analyse conversion of leads to sales

Lead reports

Understand your KPI report

Email the KPI report to yourself and others

Enable the weekly / monthly KPI report

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Reports

How to view reports

The Benefits of Using Collums' Integrated Partners for Payments

The benefits of using Coherent for your payments

General

Value of Future Appointments Report

Service Sales Performance Report

Staff Sales & Performance Report

Why do Sales, Invoice and Payment Totals (Cash Up) reports give different totals?

Payment Totals (Cash Up) Report

Detailed Invoice Log & Invoice Log

A powerful and favourite day to day financial report

Category & Type Sales Report

Keep track of when you should register for VAT

Cosmetic / Medical labels

Financial reports 

Find clients that have not returned for treatments

Appointment log & slippage report

See how many clients started booking online but didn't complete

Incomplete booking report

Learn about the success and value of your re-bookings

Rebooking report

See the value of the appointments booked in your calendar

Booked Appointment Report

Appointment reports

How to see all the unused gift vouchers in the system

View unused gift vouchers

Gift voucher reports

Know how your staff are being used and how much revenue they generate

Staff Utilisation Report

Staff reports

Staff Commission Sales Report

Commission reports

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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